Sonant + Applied TAM: AI Phone Automation for Agencies on Applied TAM
Sonant provides AI phone automation that works alongside Applied TAM. For agencies still using TAM—whether planning a migration to Applied Epic or continuing on the platform—Sonant adds 24/7 call coverage with insurance-trained AI.
Why agencies prefer Sonant
Voice AI + Applied TAM:
Better Together
Sonant is an AI receptionist for P&C insurance agencies with native integrations to Applied Systems products. Sonant handles inbound calls 24/7 and syncs data to your agency management system.
Applied TAM (The Agency Manager) is Applied Systems’ legacy AMS, first released in 1983 as the first-ever agency management system. It serves small to mid-size P&C agencies with policy management, carrier downloads (IVANS), ACORD forms, commission tracking, and workflow automation. TAM is the second most widely used management system in the world.
Important context: Applied Systems is actively encouraging TAM agencies to migrate to Applied Epic or EZLynx. TAM has been formally sunset in Canada and is no longer receiving new features in the US. Sonant integrates with both Applied Epic and EZLynx, supporting agencies through their transition.
We were getting disrupted constantly (...) My team couldn't focus on insurance consultations because they were always picking up the phone just to transfer calls to someone else.
Michelle O'Connor
President at O'Connor Insurance and Associates
Platform Capabilities Different Solutions for Different Needs
Insurance specific
Pre-trained on P&C insurance terminology, policy types, and agency workflows. No custom training required.
Native AMS integrations
Direct sync with Momentum, Hawksoft, EZLynx, Applied Epic, and 8+ major AMS and BMS.
24/7 AI Receptionist Coverage
Round-the-clock phone answering ensuring insurance agencies never miss calls during nights, weekends, or holidays.
White-Glove setup
Implementation in under 30 days with dedicated developers and insurance AI specialists.
Side-by-side Comparison: Voice AI + Legacy AMS
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Sonant and Applied TAM: Better Together
Sonant is an AI receptionist built exclusively for P&C insurance agencies and brokers. The platform handles incoming phone calls 24/7, managing quote requests, policy inquiries, appointment scheduling, and claims routing with insurance-specific training and native AMS integrations.
Sonant serves independent insurance agencies, regional brokerages, and enterprise P&C operations who need phone automation without replacing their existing agency management systems. The platform integrates with EZLynx, Applied Epic, Hawksoft, Momentum, QQCatalyst, AMS360, AgencyZoom, and Zywave.
Key Sonant Features:
- AI receptionist for phone automation
- Native AMS integrations (8+ platforms)
- Insurance-specific training (P&C terminology)
- 24/7 phone coverage
- White-glove implementation (under 30 days)
- Enterprise security (SOC2 Type 2, GDPR)
- Proven 8X ROI within 30 days
- Appointment Scheduling, Quote Intake, and more
Best For: Independent P&C agencies, retail insurance brokers, regional brokerages, enterprise P&C operations
Applied TAM (The Agency Manager) is the agency management system that launched the digital insurance era. First released in 1983 by Applied Systems, TAM was the first-ever AMS and remains the second most widely used management system in the world. It serves small to mid-size P&C agencies with policy management, carrier downloads, ACORD forms, commission tracking, and workflow automation.
Applied Systems has been actively encouraging TAM agencies to migrate to Applied Epic or EZLynx. TAM has been formally sunset in Canada (due to Ontario and Alberta auto reform legislation) and is no longer receiving new features or integrations in the US. Innovation is now Epic-exclusive.
Key Applied TAM Features:
- First-ever AMS (since 1983)
- Policy and client management
- IVANS carrier downloads
- ACORD forms creation
- Commission tracking
- myTAM personal workflow automation
- CSR24 client portal
- Part of Applied Systems ecosystem
Best For: Small to mid-size P&C agencies currently using TAM (note: Applied Systems recommends migration to Epic or EZLynx)
Sonant + Applied TAM: Which Solution Do You Need?
✅ Are an agency needing AI phone automation
✅ Currently use Applied TAM and want 24/7 call coverage
✅ Are planning a migration to Applied Epic or EZLynx
✅ Need consistent phone AI through your AMS transition
✅ Require SOC2 Type 2 and GDPR security
Sonant: AI Phone Automation (Works with TAM, Epic, and EZLynx)
✅ Are a small-mid P&C agency currently on Applied TAM
✅ Need policy management, IVANS downloads, and ACORD forms
✅ Want a CSR24 client portal
✅ Are evaluating migration to Applied Epic or EZLynx
Applied TAM: Legacy AMS (Migration Recommended)
What You Gain by Switching
Independent P&C insurance agencies switch to Sonant for one reason: it's the only AI receptionist purpose-built for how agencies actually run - quote intake, policy inquiries, appointment scheduling, and claims routing, all synced natively to your AMS. Here's how your day-to-day changes after the switch:
- Insurance-specific AI vs multi-industry universal AI employee
- Native retail AMS integrations vs general enterprise system integrations
- Pre-trained P&C terminology
- Faster, more focused implementation for retail agencies
Migration: What Switching Looks Like
Migration takes 30 days or less, with our insurance specialists handling every step. No engineering work, no DIY configuration, no extra hires required. Here's exactly what happens week-by-week:
The Bottom Line
Sonant adds 24/7 AI phone automation for agencies on Applied TAM. Whether you’re continuing on TAM or planning a migration to Applied Epic or EZLynx, Sonant provides consistent phone coverage with insurance-trained AI.
Applied TAM is a proven agency management platform with 40+ years of history. While it is no longer receiving new features, it remains functional for agencies that haven’t yet migrated.
Sonant supports your transition. When you migrate from TAM to Applied Epic or EZLynx, Sonant’s native integrations with both platforms ensure your AI phone automation continues seamlessly.
Disclaimer: This comparison was created using publicly available information from Applied Systems’ website and public sources. Applied TAM is not a competitor to Sonant—they serve different functions. Applied Systems has formally sunset TAM in Canada and recommends migration to Applied Epic or EZLynx. Feature status and migration timelines are as stated by Applied Systems. We encourage you to visit appliedsystems.com for the most current information.
Frequently Asked Questions
How does Applied TAM compare to Sonant for insurance agencies?
Applied TAM is an on-premise agency management system used by independent insurance agencies for policy management, accounting, and client data. Sonant is an AI receptionist for inbound phone automation. Different product categories — Applied TAM manages your data, Sonant handles your calls.
Why would I consider Sonant alongside Applied TAM?
Sonant and Applied TAM are complementary. Sonant handles inbound calls 24/7 with insurance-trained AI; Applied TAM manages your policies and clients. Use both for end-to-end agency operations.
Does Sonant integrate with Applied TAM?
Sonant has native integration with Applied Epic (Applied Systems' cloud platform). For Applied TAM specifically, integration may be available through Applied's ecosystem — check with Sonant's integrations team.
How does pricing compare?
Applied TAM uses agency licensing through Applied Systems. Sonant uses custom agency-level pricing for AI phone automation (different product category).
Should I choose Applied TAM or Sonant?
Use both. Applied TAM is your AMS; Sonant is your AI receptionist that captures calls and pushes data into your AMS workflow.
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